Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ACI
4726
AB CarVal Investors
Minnesota
$178M -$23M -11% 21.6% 37% 3
MWM
4727
MorganRosel Wealth Management
Colorado
$178M +$19.5M +12% 7.44% 51.9% 89
SJL
4728
Shayne & Jacobs LLC
Tennessee
$178M +$11.3M +7% 7.54% 72.1% 37
ECA
4729
Elevation Capital Advisory
Oregon
$178M – – 6.2% – 21
CAM
4730
Concorde Asset Management
Michigan
$178M +$4.64M +3% 6.23% 31.8% 231
TP
4731
Tranquility Partners
Tennessee
$178M +$17.2M +11% 9.88% 66.6% 201
DJYG
4732
David J. Yvars Group
Florida
$178M +$20.9M +13% 11.3% 126% 94
KCM
4733
Kendall Capital Management
Maryland
$178M +$16.2M +10% 6.11% 77.3% 157
KFA
4734
Kelleher Financial Advisors
New York
$178M +$22.1M +14% 8.48% 86.7% 138
ACM
4735
Ayrshire Capital Management
Connecticut
$178M +$14.6M +9% 5.86% 76.9% 56
NCM
4736
Northwest Capital Management
Oregon
$178M +$39.9M +29% 4.49% 47.6% 89
WCG
4737
Weaver Consulting Group
California
$178M +$14.7M +9% 6.46% 43.6% 149
I2I
4738
Insight 2811 Inc
Illinois
$177M +$5.98M +3% 3.37% 20.4% 81
IOOF
4739
Independent Order of Foresters
Ontario, Canada
$177M +$12.6M +8% 7.32% 58.2% 14
BIP
4740
Bouvel Investment Partners
Pennsylvania
$177M +$21.3M +14% 10.5% 128% 64
AA
4741
Altman Advisors
Illinois
$177M +$22.1M +14% 9.84% – 91
SPI
4742
Santori & Peters Inc
Pennsylvania
$177M +$9.06M +5% 5.17% 88% 62
CHA
4743
Carmichael Hill & Associates
Maryland
$177M +$11M +7% 6.28% 37.5% 726
IGYL
4744
I.G.Y. Ltd
United Kingdom
$177M +$13.5M +8% 10.9% 117% 3
LB
4745
Legacy Bridge
Iowa
$177M +$22.3M +14% 8.7% 132% 298
TCOK
4746
Trust Company of Kansas
Kansas
$177M +$23.7M +15% 8.39% 86.3% 65
FWM
4747
Filbrandt Wealth Management
Wisconsin
$176M +$10.9M +7% 6.2% – 208
DA
4748
DCM Advisors
New York
$176M +$4.41M +3% 8.88% 109% 278
PCM
4749
Perkins Capital Management
Minnesota
$176M +$3.3M +2% 7.35% 175% 113
KCM
4750
Kempner Capital Management
Texas
$176M +$2.23M +1% 3.23% 36.1% 52
188 189
190
191 192